As technology and other practice areas (such as cybersecurity, PFP, valuation, and forensic accounting) gain momentum, CPA firms should begin to consider how to build an advisory practice. Come to this session to hear best practices on getting into advisory, what specific areas are ripe for beginning with, and take aways on pitfalls to avoid.
Learning Objectives: · Recall steps to consider in staffing an advisory practice line · Identify popular advisory areas to begin exploring
CPA.CITP, MCSE, MCP+I,
Martin & Associates
CPA/PFS, CFP, CDFA,
Stolz and Associates